Savvy Advisors, Inc. Energy Sector Spdr Transaction History

Savvy Advisors, Inc.

$1.46 Billion
Q2 2025

A detailed history of Savvy Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Savvy Advisors, Inc. holds 5,379 shares of XLE stock, worth $458,721. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,379

Previous 3,973 35.39%

Holding current value

$458,721

Previous $371,000 22.91%

% of portfolio

0.03%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$76.44 - $94.13 $107,474 - $132,346	1,406 Added 35.39%	5,379 $456,000
Q1 2025 May 12, 2025	SELL	$85.7 - $93.96 $1.42 Million - $1.56 Million	-16,573 Reduced 80.66%	3,973 $371,000
Q4 2024 Feb 13, 2025	BUY	$83.32 - $97.27 $371,190 - $433,337	4,455 Added 27.69%	20,546 $1.76 Million
Q3 2024 Nov 05, 2024	BUY	$84.35 - $93.39 $797,613 - $883,095	9,456 Added 142.52%	16,091 $1.41 Billion
Q2 2024 Aug 14, 2024	BUY	$88.04 - $98.08 $178,985 - $199,396	2,033 Added 44.18%	6,635 $605 Million
Q1 2024 May 13, 2024	BUY	$79.91 - $94.41 $367,745 - $434,474	4,602 New	4,602 $435 Million

Others Institutions Holding XLE

# of Institutions

2,130

Shares Held

235M

Call Options Held

59.3M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Savvy Advisors, Inc. Energy Sector Spdr Transaction History